Multi-Asset/Investment Advisor
The foundation is seeking investment management services for its portfolio and the selected firm will be tasked with investing funds and other negotiable assets to produce maximum total return.
The district has found a firm to manage its up to $150 million in assets.
MissionSquare Retirement currently serves as the plans’ service provider.
The town has issued an RFP seeking an advisor for its short-term and medium-term investment portfolio.
The university selected its incumbent provider to handle management services for its eight treasury accounts at its finance committee meeting earlier this month following a search from the second quarter of 2022.
The foundation has issued an RFP seeking a firm to provide investment advisory and management services for its endowment.
The city last issued an RFP for the services in 2016.
The county hired a firm to handle its pooled portfolio, which was previously managed by internal staff.
The village made a hire in its search for investment advisory services for its non-pension funds last month.
The city is seeking investment advisory services for its $630 million portfolio.